Paul E. Staniszewski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul Edward Staniszewski, CFP®, who also goes by Paul E Staniszewski, was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 1992. Paul had worked at 19 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1996
Experience
February 2, 2023 - December 19, 2025
SAVANT WEALTH MANAGEMENT
September 21, 2022 - January 19, 2023
ONE ADVISORY PARTNERS, LLC
March 28, 2022 - June 1, 2022
CARLSON FINANCIAL
September 26, 2018 - December 10, 2021
EDELMAN FINANCIAL ENGINES
August 9, 2016 - September 18, 2018
WADDELL & REED
August 9, 2016 - September 18, 2018
WADDELL & REED
July 14, 2016 - July 28, 2016
PFS INVESTMENTS INC.
December 12, 2014 - May 18, 2016
TLG ADVISORS, INC.
November 16, 2012 - June 26, 2014
PNC WEALTH MANAGEMENT LLC
November 16, 2012 - June 26, 2014
PNC WEALTH MANAGEMENT LLC
August 3, 2011 - October 11, 2012
VALIC FINANCIAL ADVISORS, INC.
August 1, 2011 - October 11, 2012
VALIC FINANCIAL ADVISORS, INC.
May 14, 2009 - March 8, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
May 7, 2009 - March 8, 2011
AVANTAX PLANNING PARTNERS, INC.
November 24, 2000 - December 31, 2008
DWS DISTRIBUTORS, INC.
September 8, 2000 - January 9, 2001
FARMERS FINANCIAL SOLUTIONS, LLC
June 30, 2000 - September 8, 2000
INVESTORS BROKERAGE SERVICES, INC.
August 27, 1999 - January 10, 2000
NATIONWIDE INVESTMENT SERVICES CORPORATION
October 7, 1997 - December 31, 1998
RE-DIRECT SECURITIES CORP
July 19, 1995 - January 30, 1997
1717 CAPITAL MANAGEMENT COMPANY
July 31, 1992 - April 28, 1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 31, 1992 - April 28, 1995
OSAIC FA, INC.
Primary Firm SEC Registration
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 67,922 |
| AUM (Assets Under Management) | $ 38,128,452,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/25/2024 | ||
| 09/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
